See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,289 | $96,635-86.2% | $86,612-84.7% | $139,434-90.5% |
| Participation rate | 11.8% | 74.4%-62.6pp | 71.7%-59.9pp | 80.3%-68.6pp |
| Annual return | 19.08% | 106.41%-87.3pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $56 | $3,263-98.3% | $3,022-98.1% | $4,751-98.8% |
| Participant deferral / active EE | $365 | $4,836-92.5% | $4,438-91.8% | $6,710-94.6% |
| Admin fee / account holder | $32 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |